+1,623.9%
BEN vs WWD
+15,408.5%
-13,784.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.4% | +3.1% |
| 7D | +0.2% | +1.3% | -1.1% | -0.2% |
| 30D | -0.5% | -7.2% | +6.6% | +2.3% |
| 3M | +9.7% | -3.8% | +13.6% | +10.6% |
| 6M | +33.9% | -9.9% | +43.8% | +37.9% |
| YTD | +49.0% | +14.8% | +34.2% | +38.7% |
| 1Y | +42.1% | +42.1% | 0.0% | +20.7% |
| 3Y | +51.9% | +170.8% | -118.9% | -3.1% |
| 5Y | +39.0% | +197.5% | -158.5% | -15.7% |
| 10Y | +57.9% | +477.8% | -420.0% | -29.9% |
| All | +1,623.9% | +15,408.5% | -13,784.6% | +261.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded WWD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling